See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,678 | $81,460-8.3% | $103,333-27.7% | $80,856-7.6% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.6%+16.1pp |
| Annual return | 31.45% | 25.55%+5.9pp | 24.88%+6.6pp | 35.59%-4.1pp |
| Employer contribution / active EE | $2,823 | $3,105-9.1% | $3,868-27.0% | $2,755+2.5% |
| Participant deferral / active EE | $4,880 | $3,869+26.1% | $5,057-3.5% | $4,296+13.6% |
| Admin fee / account holder | $16,272 | $6,566+147.8% | $8,355+94.8% | $6,918+135.2% |